December 2012

When I hear from retirees with portfolios that are completely out of stocks and laden with low-yielding “safe” treasurys, I’m often reminded of the cartoon I saw as a kid where the homeowner brings in a lion to catch a mouse. Jerry Webman, Chief Economist at Oppenheimer Funds puts it better than I can when…

Run, don’t walk to read this Reuters write-up of the coming battle between Amazon and Google as the manner in which it’s fought will have consequences for all tech sector investments… “Amazon wants to be the one place where you buy everything. Google wants to be the one place where you find everything, of which…

I love a good joke, here’s a great one: I went to the psychiatrist, and he says “You’re crazy.” I tell him I want a second opinion. He says, “Okay, you’re ugly too!” That’s Rodney Dangerfield, btw. Here’s another great one – if the entire post-Credit Crisis period has been one big fat joke, here’s…